Trends October 27 - November 2:

Telecoms:

• FTTH: intro video by Verizon per 05H1
• VDSL: Belgacom per 2 nov
• WiFi: discount tariffs at SBC (2 $/mo in bundle) and BT (1 GBP/mo for max 500 min, until year end, after that 5 GBP/mo)
• WiMAX: trial Colt
• TV-over-wireless: Qualcomm to build netwerk (‘MediaFLO USA’, 30 markets) for US cellular providers, $800m in 4-5 years, operational 2006
• Auctions 3G: Romania 2 bids (Orange, MobiFon), Croatia 13 parties interested (Tele2, Alcatel)
• P2T: intro by T-Mobile in Germany per 04Q4
• MVNO: Tele2 in Austria; Hema in Ned als enhandced service provider van KPN
• Mobile substitution: 11% of Dutch households is mobile-only (KPN)
• Convergence: wireless/WiFi en wireless/bluetooth (Bluephone) handsets by BT in 2005, DSL + WiFi from BT
• Share buy-backs: TeliaSonera in 05, KPN suspends
• IPO: Etisalat 50x oversubscribed; Marocco wants to float 15% of Maroc Telecom, subscription Nov 22 – Dec 3

Internet:

• Search: intro mobile search by Yahoo! (Google SMS is in beta); acq Keyhole by Google [to enhance Google Local?]
• Desktop search: Yahoo! prepares; Blinkx hires Mark Opzoomer as CEO (ex Yahoo!)
• Holiday sales US online (nov-dec): +19% to 21.6 bn by 86m residents (+18%) (JupiterResearch)
• IPO: eLong (range 11.5-13.5) price 14, open 22, close 14.18

Media:

• Muziek: iTunes ook in Eur; RIAA nog 750 ‘John Doe’ lawsuits (totaal >5k) + 213 tegen individuen
• E-books: all eBooks.com (eBooks.Mobile) met Nokia
• IPO: DreamWorks price 28, 812m, 1st trade 39.50, close 38.75